InceptionR’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,653
| Closed | -$530K | – | 778 |
|
|
2024
Q4 | $530K | Buy |
4,653
+1,828
| +65% | +$208K | 0.12% | 314 |
|
|
2024
Q3 | $371K | Buy |
+2,825
| New | +$371K | 0.09% | 396 |
|
|
2024
Q1 | – | Sell |
-2,987
| Closed | -$398K | – | 706 |
|
|
2023
Q4 | $398K | Buy |
+2,987
| New | +$398K | 0.28% | 146 |
|